JEWISH UNITED FUND OF METROPOLITAN CHICAGO: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
JEWISH UNITED FUND OF METROPOLITAN CHICAGO (EIN 36-2167034)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-28
IRS object ID
202023029349300717
Schema version
2019v5.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2020-10-28T09:34:42-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN420714325PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1RSM US LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line11 S Wacker Drive Ste 800AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN362167034EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Jewish United Fund of MetropolitanBusinessNameLine1Txt
Business Name Line2ChicagoBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlJEWIBusinessNameControlTxt
Phone3123574790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJames A PinkstonPersonNm
Person TitleVP of AccountingPersonTitleTxt
Phone3123574790PhoneNum
Signature2020-10-26SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonRebekuh EleyPreparerPersonNm
PTINP01247672PTIN
Phone3126343400PhoneNum
Preparation2020-10-24PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address108.231.126.63IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-26IPDt
IP Tm13:46:35IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id2A28FA2E2A09A40AF4F0A751499BE74D16D20E85AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerLonnie NasatirPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells No 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$102,883,153GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.JUF.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1949FormationYr
Legal Domicile StateILLegalDomicileStateCd
Activity Or MissionJUF is the Chicago Jewish community's central philanthropy, funding wide-ranging services.ActivityOrMissionDesc
Voting Members Governing Body82VotingMembersGoverningBodyCnt
Voting Members Independent79VotingMembersIndependentCnt
Total Employee588TotalEmployeeCnt
Total Volunteers9696TotalVolunteersCnt
Total Gross UBI$590,087TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$97,348,743PYContributionsGrantsAmt
CY Contributions Grants$88,164,933CYContributionsGrantsAmt
PY Program Service Revenue$7,576,309PYProgramServiceRevenueAmt
CY Program Service Revenue$6,114,628CYProgramServiceRevenueAmt
PY Investment Income$11,614,137PYInvestmentIncomeAmt
CY Investment Income$4,571,702CYInvestmentIncomeAmt
PY Other Revenue-$1,027,552PYOtherRevenueAmt
CY Other Revenue-$833,308CYOtherRevenueAmt
PY Total Revenue$115,511,637PYTotalRevenueAmt
CY Total Revenue$98,017,955CYTotalRevenueAmt
PY Grants And Similar Paid$78,946,254PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$78,709,939CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$13,787,716PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,474,541CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$27,143PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$29,643CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$6,716,323CYTotalFundraisingExpenseAmt
PY Other Expenses$13,497,332PYOtherExpensesAmt
CY Other Expenses$10,772,859CYOtherExpensesAmt
PY Total Expenses$106,258,445PYTotalExpensesAmt
CY Total Expenses$103,986,982CYTotalExpensesAmt
PY Revenues Less Expenses$9,253,192PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$5,969,027CYRevenuesLessExpensesAmt
Total Assets BOY$226,925,534TotalAssetsBOYAmt
Total Assets EOY$237,716,660TotalAssetsEOYAmt
Total Liabilities BOY$102,162,300TotalLiabilitiesBOYAmt
Total Liabilities EOY$112,892,640TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$124,763,234NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$124,824,020NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionJUF provides critical resources that bring food, refuge, health care, education and emergency assistance to over 500,000 Chicagoans of all faiths and millions of Jews in Israel and around the world, funding a network of nearly 70 agencies and programs.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$42,674,602ExpenseAmt
Grant$42,674,602GrantAmt
Revenue$817,289RevenueAmt
DescAllocations (Local) - The Jewish United Fund of Metropolitan Chicago (JUF) conducts fundraising activities by means of annual calendar year campaigns and makes allocations to Jewish Federation of Metropolitan Chicago (JF) and Jewish Federations of North America (JFNA). Through its allocation to JF, JUF supports various nonprofit organizations in the Chicago area that provide assistance to people of all faiths, including hot meals and groceries, utility and rent assistance, prescriptions and medical care for impoverished families; job training and placement for people who are out of work; multi-faceted, specialized support services for people with disabilities; support services for Holocaust survivors; assisted living, specialized Alzheimer's care and transportation for seniors; respite services for caregivers of frail seniors and people with disabilities; counseling, prevention and intervention services for troubled teens; and an entire continuum of prevention and therapeutic services for individuals and families in crisis.Because the Jewish United Fund of Metropolitan Chicago and the Jewish Federation of Metropolitan Chicago are so closely linked in numerous ways (combined Board of Directors, shared professional staff, shared office space, etc.), and because JUF provides an annual, multi-million dollar allocation to the Jewish Federation, we measure and report our program and service results jointly for the combined JUF/Federation enterprise, which are summarized below:1. While battling antisemitism and hate, JUF is committed to ensuring that every community member can safely participate in Jewish life.- Since 2017, JUF has awarded $1.6M in matching grants and leveraged an additional $2.3 million, yielding a total of nearly $4M in new or enhanced security at 88 Jewish sites in the Chicago area, helping to protect 37,000+ community members.- Grant recipients include: - 54 Synagogues - 48% of Chicago area synagogues (every synagogue that applied) - 19 preschools & day schools, 12 agencies, 3 camps and 2 colleges.- JUF also helps make additional financial resources available to local Jewish institutions by assisting them in applying for grants through the U.S. Department of Homeland Security - helping to garner 250 grants for 99 local Jewish schools, synagogues and agencies totaling $20.45 million to date.- JUF regularly provides individual security assessments and consultations for local synagogues, Jewish schools, preschools and agencies, and cooperates seamlessly with federal, state and local law enforcement to help keep Jewish Chicago safe.- Working with these partners, JUF convenes regular security summits to further enhance local security for Chicago area Jewish institutions, providing training to many hundreds of staff and lay leaders at scores of Jewish institutions.2. JUF is on the cutting edge of service delivery to the most vulnerable, evolving to address community needs as they emerge.As 1 in 5 people will experience mental illness this year and mental health issues are accelerating among young people, JUF is at the forefront of providing effective treatment, education and support in the community.- 30,000 people - individuals with mental health challenges, family members, caregivers, and professionals alike - benefited from mental health services provided by JUF agencies in 2019.- 2,400 individuals and families received direct mental health care from JUF agencies.- 3,500 individuals received counseling and participated in support groups and other JUF agency programs to enhance their mental health.- 5,800+ professionals participated in mental health training and other capacity-building.- 13,400 community members increased their awareness and knowledge of mental health topics through JUF agencies' outreach and education events.JUF serves Holocaust survivors more intensively than ever before.- JUF agencies served 2,000+ Holocaust survivors in the Chicago area in 2019.- Nearly 1,800 local survivors received ongoing financial assistance and 330+ received one-time emergency financial aid, totaling $8.1 million - an 88% increase over 2018.- Nearly 1,200 survivor households received financial assistance for personal care.- Some 1,700 survivors participated in socialization and wellness progress.JUF fights Jewish poverty across Chicago and around the globe.- 28,000 local individuals received one or more services to meet their fundamental needs, including food, housing, transportation and basic healthcare.- Nearly 4,900 local households received $10.4 million in emergency financial assistance from JUF agencies in 2019 - a 62% increase in dollars over 2018.- Food is the most common need for financial assistance.- Nearly 21,000 local Jews are sustained through JUF-funded food programs; 3 in 5 are over 55.- For 1 in 4 clients, dinner at the JUF Uptown Cafe is their first meal of the day - and for 1 in 3, it's their first interaction with another person during the day.- 38,000 individuals in need received direct healthcare through JUF-supported agencies.- Last year, 5,900 local households got help obtaining or maintaining public benefits (SNAP, Medicaid, Medicare, Social Security) and 400 individuals received legal services.- 3,200+ individuals received transportation assistance, 94% of whom are older adults.- 500+ individuals lived in JUF agency-operated affordable housing, while 400+ people participated in services to secure affordable housing.- Israel suffers from the highest child poverty rate in the Western World, tens of thousands of whom rely on JUF programs to help break the cycle of poverty.- Nearly 90,000 impoverished seniors throughout the former Soviet Union, half of whom are Holocaust survivors, depend on JUF agencies for food and other necessities.3. JUF engages more members of the next generation in Jewish life more effectively than ever.JUF connects young families to Jewish life, community and one another.- 8,500 local children get free, monthly Jewish books through PJ Library & PJ Our Way.- 8,400 young families participated in programs and events through JUF and its agencies in 2019 - 30% of them for the first time.JUF brings young Jews to Israel, connecting them to the land, the people & their own identities.- Some 2,700 Chicago youth and young adults participated in JUF-funded Israel trips in 2019.- 800 young people received $1.2 million in scholarships and subsidies through JUF to help make their Israel experiences possible.- 1,500 young adults went on free JUF Birthright Israel trips.JUF creates dynamic hubs of Jewish life to engage teens, college students & young adults.- 7,000 teens engaged Jewishly through programs run by JUF and JUF-supported agencies.- 60% of all Jewish college students in Illinois participated in Hillel in some way in 2019.- All told, 4,000 college students participated in Hillel.- Nearly 13,000 local young adults participated in engagement programs provided by JUF and its agencies in 2019 - one-third of them for the first time.- 1,100 young adults held leadership roles within local Jewish organizations.JUF makes both formal and informal Jewish education more affordable.- 4,500 individuals received $38.4 million in scholarships & tuition assistance in 2019 to help them afford Jewish preschool, day school, graduate and undergraduate programs.- 3,300 local Jewish Day School students - 73% of those enrolled - received scholarships and/or tuition assistance from JUF-supported day schools, which totaled $36 million in 2019.- 900+ preschoolers - 1 in 4 of those enrolled - received $1.4 million in scholarships and subsidies from JUF and JCC to help make their early childhood education possible.- 5,100 children attended JCC & Keshet summer camps - 1,700 of them for the first time.- 1,300 children received scholarships and subsidies to attend Jewish summer camp.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$37,968,494ExpenseAmt
Grant$36,035,337GrantAmt
Revenue$1,499,935RevenueAmt
DescAllocations (Overseas) - Through its allocation to JFNA, JUF supports services to millions of individuals in Israel and 70 other countries. These range from basic social service programs addressing needs of all age groups to formal and informal Jewish education/identity development. The major beneficiary organizations which engage in overseas work through support from JFNA are the American Jewish Joint Distribution Committee, the Jewish Agency for Israel and the World ORT.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$1,060,173ExpenseAmt
Revenue$590,087RevenueAmt
DescJUF News: JUF News is Chicago's largest circulation Jewish community publication. It is published monthly and offers features, profiles, news and commentaries about key facets of Jewish life locally, in Israel and around the world.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (4 entries)

ExpenseExpenseAmtRevenueRevenueAmtDescDesc
$951,508$11,191Communications: Fifty percent of the Communications Department expenses are allocated to program services. The JUF Communications Department works to ensure that JUF/Federation maintains a strong media profile and serves effectively as the public voice for Chicago's Jewish community.
$821,568$99,921Community Relations - Through its support of the Jewish Community Relations Council (JCRC), JUF coordinates the collective policies and programs among 43 constituent Jewish organizations active in public affairs/community relations work. JCRC educates and mobilizes the Jewish community for action through JUF and those constituent groups on internal and domestic issues ranging from Israel advocacy to combatting anti-Semitism, and works to strengthen our community's intergroup relations (interfaith, interethnic, etc.). JCRC activities and engagement take place with the media, campuses, government, foreign diplomats and religious and civic leaders.
$654,520$305,816Budget and Planning - Review/evaluate programs and budgets of grantee organizations, all of which are tax-exempt organizations under Section 501(c)(3). Allocations are made based on need and funds available.
$3,247,395$2,790,389Israel office and other programs: The organization maintains a small office in Israel with four employees. The Israel office expense and employee salaries are paid to Jewish Federations of North America, which is based in New York, and is the umbrella organization for all Jewish Federations in North America. The Israel office coordinates educational missions and monitors Israeli programs that are funded by JUF. JUF coordinates missions to Israel, Russia, Poland and various other countries in order to give donors the opportunity to travel with other Chicagoans to Jewish communities all over the world and see JUF dollars at work. The missions also allow individuals to visit with people who live in Israel and other countries, explore family roots and learn about worldwide Jewish culture. Missions give participants the opportunity to see first-hand what can be accomplished by the Jewish people when our energy and resources are operating at full capacity. JUF pays for certain mission travel expenses and then participants reimburse JUF for the costs. The revenue and expenses of missions are reported on the 990 on a gross basis.
FieldValueIRS element (for citing)
Total Other Prog Srvc Expense$5,674,991TotalOtherProgSrvcExpenseAmt
Total Other Prog Srvc Revenue$3,207,317TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$87,378,260TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi EndowmentsYes (1)DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other SecYes (1)ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other AssetsYes (1)ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt0IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtYes (1)ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional FundraisingYes (1)ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document67IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee588EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members82GoverningBodyVotingMembersCnt
Independent Voting Member79IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd
OtherYes (X)OtherInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1James A PinkstonBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone3123574790PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 South Wells Ste 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (108 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeIndFormer Ofcr Director TrusteeFormerOfcrDirectorTrusteeIndIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
Dr Steven B Nasatir PhD
Executive Vice Chairman30.0010.00Yes (X)$409,519$346,051$23,787
David S Rosen
Senior Vice President - Endowments10.0040.00Yes (X)$0$393,648$87,611
Jay Tcath
Executive Vice President25.0025.00Yes (X)$166,485$153,678$106,638
Rabbi Louis A Lazovsky
Vice President - Human Resources40.0010.00$205,698$51,424$162,141Yes (X)
Lonnie Nasatir
President25.0025.00Yes (X)$155,861$155,861$18,720
David S Rubovits PhD
Senior VP - Planning & Allocations39.0011.00Yes (X)$193,739$66,663$69,427
Boaz Blumovitz
Chief Financial Officer22.5027.50Yes (X)$152,634$152,633$23,144
James Rosenberg
Chief of Staff40.0010.00Yes (X)$260,094$0$49,643
James A Pinkston
Vice President - Accounting20.0030.00Yes (X)$202,149$67,383$25,907
Peter Chiswick
Controller25.0025.00Yes (X)$202,831$0$91,856
Joy Schwartz
Vice President - Communications50.000.00$265,505$0$27,424Yes (X)
Robert Schuckman
Vice President - General Counsel10.0040.00Yes (X)$41,560$166,241$51,305
David Prystowsky
Vice President - Campaign50.000.00Yes (X)$223,459$0$32,603
Deborah Covington
VP, Planning & Allocations40.0010.00Yes (X)$141,136$21,839$84,368
Stuart Spector
Vice President - Campaign Operations50.000.00$190,365$0$41,232Yes (X)
Jeffrey L Cohen
Sr. Develop. Advisor, Former Officer6.0014.00$55,932$167,796$0Yes (X)
Adina Torchman
Assoc. VP-Fin. Resource Development40.000.00$185,669$0$35,311Yes (X)
Kedar Potdar
Vice President - Technology50.000.00$199,315$0$15,363Yes (X)
Daniel Goldwin
Exec. Director, Public Affairs25.0025.00$103,193$102,371$5,645Yes (X)
Audra P Berg
VP, Leadership Eng. & Board Rel.8.5041.50Yes (X)$47,295$110,354$23,560
Michael Tarnoff
Counselor to Pres., Former Officer10.0010.00$0$172,101$4,229Yes (X)
Andrew S Hochberg
Chairman10.0010.00Yes (X)$0$0$0Yes (X)
Wendy Berger
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Mark Chudacoff
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Bruce I Ettelson
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Marc Roth
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Kim Shwachman
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Morris Silverman
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Marc Spellman
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Pam F Szokol
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Linda B Ginsburg
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Gita Berk
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Joshua B Herz
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Scott Heyman
Vice Chairman5.005.00Yes (X)$0$0$0Yes (X)
Cindy Kaplan
Treasurer5.005.00Yes (X)$0$0$0Yes (X)
Jason Peltz
Assistant Treasurer5.005.00Yes (X)$0$0$0Yes (X)
Jane Cadden Lederman
Secretary5.005.00Yes (X)$0$0$0Yes (X)
Julie Dann Schneider
Assistant Secretary5.005.00Yes (X)$0$0$0Yes (X)
Wendy C Abrams
Director0.500.50$0$0$0Yes (X)
Jeremy Amster
Director0.500.50$0$0$0Yes (X)
Dr Edward M Atkins
Director0.500.50$0$0$0Yes (X)
Peter B Bensinger Jr
Director0.500.50$0$0$0Yes (X)
Katie Berger
Director0.500.50$0$0$0Yes (X)
Debbie L Berman
Director0.500.50$0$0$0Yes (X)
Robert J Bond
Director0.500.50$0$0$0Yes (X)
David T Brown
Director0.500.50$0$0$0Yes (X)
Caroline Davidson
Director0.500.50$0$0$0Yes (X)
Rabbi Alex Felch
Director0.500.50$0$0$0Yes (X)
Robert Ferencz
Director0.500.50$0$0$0Yes (X)
Maury Fertig
Director0.500.50$0$0$0Yes (X)
Michael T Fishman
Director0.500.50$0$0$0Yes (X)
Jason Friedman
Director0.500.50$0$0$0Yes (X)
Andrew Glick
Director0.500.50$0$0$0Yes (X)
Craig Goldsmith
Director0.500.50$0$0$0Yes (X)
Jordan T Goodman
Director0.500.50$0$0$0Yes (X)
Steven M Greenbaum
Director0.500.50$0$0$0Yes (X)
Hilary Greenberg
Director0.500.50$0$0$0Yes (X)
King W Harris
Director0.500.50$0$0$0Yes (X)
Rabbi Sidney M Helbraun
Director0.500.50$0$0$0Yes (X)
Dana Westreich Hirt
Director0.500.50$0$0$0Yes (X)
Sheri Hokin
Director0.500.50$0$0$0Yes (X)
Lisa Jericho
Director0.500.50$0$0$0Yes (X)
Cathy Kahn
Director0.500.50$0$0$0Yes (X)
Deborah Schrayer Karmin
Director0.500.50$0$0$0Yes (X)
Linda Kellough
Director0.500.50$0$0$0Yes (X)
Ari Klein
Director0.500.50$0$0$0Yes (X)
Ann-Louise Kleper
Director0.500.50$0$0$0Yes (X)
Steven H Lavin
Director0.500.50$0$0$0Yes (X)
Jennifer Leemis
Director0.500.50$0$0$0Yes (X)
Laurie Lustbader
Director0.500.50$0$0$0Yes (X)
Lindsey P Markus
Director0.500.50$0$0$0Yes (X)
Yosef Meystel
Director0.500.50$0$0$0Yes (X)
Lee I Miller
Director0.500.50$0$0$0Yes (X)
Steven N Miller
Director0.500.50$0$0$0Yes (X)
Ross S Pearlstein
Director0.500.50$0$0$0Yes (X)
Sanford E Perl
Director0.500.50$0$0$0Yes (X)
Theodore F Perlman
Director0.500.50$0$0$0Yes (X)
David Porush
Director0.500.50$0$0$0Yes (X)
Neal H Price
Director0.500.50$0$0$0Yes (X)
Brandon C Prosansky
Director0.500.50$0$0$0Yes (X)
Joshua Rinkov
Director0.500.50$0$0$0Yes (X)
Elliot Robinson
Director0.500.50$0$0$0Yes (X)
David Rosenbaum
Director0.500.50$0$0$0Yes (X)
Lisa Rosenkranz
Director0.500.50$0$0$0Yes (X)
Avi Rothner
Director0.500.50$0$0$0Yes (X)
Eric A Rothner
Director0.500.50$0$0$0Yes (X)
Gail L Rudo
Director0.500.50$0$0$0Yes (X)
Susan Sacks
Director0.500.50$0$0$0Yes (X)
Charlene K Sales
Director0.500.50$0$0$0Yes (X)
Max Schrayer
Director0.500.50$0$0$0Yes (X)
Harry J Seigle
Director0.500.50$0$0$0Yes (X)
Midge Perlman Shafton
Director0.500.50$0$0$0Yes (X)
Devra Resnick Shutan
Director0.500.50$0$0$0Yes (X)
Susan B Silver
Director0.500.50$0$0$0Yes (X)
Bill Silverstein
Director0.500.50$0$0$0Yes (X)
Alan P Solow
Director0.500.50$0$0$0Yes (X)
Sara Crown Star
Director0.500.50$0$0$0Yes (X)
Phyllis Tabachnick
Director0.500.50$0$0$0Yes (X)
Bruce Taylor
Director0.500.50$0$0$0Yes (X)
Alex Turik
Director0.500.50$0$0$0Yes (X)
Kalman Wenig
Director0.500.50$0$0$0Yes (X)
Deborah Winick
Director0.500.50$0$0$0Yes (X)
Michael H Zaransky
Director0.500.50$0$0$0Yes (X)
Adrienne J Kriezelman
Ex-Officio0.500.50$0$0$0Yes (X)
Susan Spier Chapman
Ex-Officio0.500.50$0$0$0Yes (X)
Amy Yeager E Hausman
Ex-Officio0.500.50$0$0$0Yes (X)
Joanna Greenberg
Ex-Officio0.500.50$0$0$0Yes (X)
Elizabeth L Kramer
Ex-Officio0.500.50$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$3,402,439TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$2,128,043TotReportableCompRltdOrgAmt
Total Other Compensation$979,914TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K42IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedYes (1)FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
Gil Travel
1511 Walnut StreetPhiladelphiaPA19102Travel Consulting and Booking$622,118
AV Chicago Inc
619 Taylor StreetChicagoIL60607Audio Visual Services$456,374
Mittera Wisconsin LLC
PO Box 310471Des MoinesIA50331Publication Services$356,132
RSM US LLP
1 S Wacker Drive Suite 800ChicagoIL60606Auditing Services$299,516
William Morris Endeavor Entertainment LL
9601 Wilshire BoulevardBeverly HillsCA90210Speaker's Agency$290,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K11CntrctRcvdGreaterThan100KCnt
Related Organizations$10,105,000RelatedOrganizationsAmt
All Other Contributions$78,059,933AllOtherContributionsAmt
Noncash Contributions$6,517,979NoncashContributionsAmt
Total Contributions$88,164,933TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
Program Fees561000$3,360,253$3,360,253
Service Fees561000$2,164,288$2,164,288
JUF News Advertising541800$590,087$590,087
FieldValueIRS element (for citing)
Total Program Service Revenue$6,114,628TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$589,370TotalRevenueColumnAmt
Exclusion$589,370ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,282,580SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$3,300,248SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$3,982,332SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,982,332TotalRevenueColumnAmt
Exclusion$3,982,332ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$700,732FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,564,950FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$864,218TotalRevenueColumnAmt
Exclusion-$864,218ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescUnexpended AllocationsDesc
Business900099BusinessCd
Total Revenue Column$30,910TotalRevenueColumnAmt
Exclusion$30,910ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$30,910OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$98,017,955TotalRevenueColumnAmt
Related Or Exempt Func Income$5,524,541RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$590,087UnrelatedBusinessRevenueAmt
Exclusion$3,738,394ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$78,709,939TotalAmt
Program Services$78,709,939ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$2,899,567TotalAmt
Program Services$816,029ProgramServicesAmt
Management And General$1,222,403ManagementAndGeneralAmt
Fundraising$861,135FundraisingAmt

Comp Disqual Persons CompDisqualPersonsGrp

FieldValueIRS element (for citing)
Total$69,948TotalAmt
Management And General$69,948ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$8,343,556TotalAmt
Program Services$2,348,138ProgramServicesAmt
Management And General$3,517,485ManagementAndGeneralAmt
Fundraising$2,477,933FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$2,806,793TotalAmt
Program Services$792,875ProgramServicesAmt
Management And General$1,323,770ManagementAndGeneralAmt
Fundraising$690,148FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$212,806TotalAmt
Program Services$47,018ProgramServicesAmt
Management And General$115,194ManagementAndGeneralAmt
Fundraising$50,594FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$141,871TotalAmt
Program Services$31,346ProgramServicesAmt
Management And General$76,796ManagementAndGeneralAmt
Fundraising$33,729FundraisingAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$536,216TotalAmt
Program Services$530,799ProgramServicesAmt
Management And General$5,417ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$77,923TotalAmt
Management And General$77,923ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$124,661TotalAmt
Management And General$124,661ManagementAndGeneralAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$29,643TotalAmt
Fundraising$29,643FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$321,105TotalAmt
Program Services$158,318ProgramServicesAmt
Management And General$120,870ManagementAndGeneralAmt
Fundraising$41,917FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$25,740TotalAmt
Program Services$10,120ProgramServicesAmt
Fundraising$15,620FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,267,939TotalAmt
Program Services$928,714ProgramServicesAmt
Management And General$92,374ManagementAndGeneralAmt
Fundraising$246,851FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$1,366,375TotalAmt
Program Services$108,106ProgramServicesAmt
Management And General$1,117,747ManagementAndGeneralAmt
Fundraising$140,522FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,773,359TotalAmt
Program Services$328,983ProgramServicesAmt
Management And General$1,010,500ManagementAndGeneralAmt
Fundraising$433,876FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$192,900TotalAmt
Program Services$91,194ProgramServicesAmt
Management And General$45,746ManagementAndGeneralAmt
Fundraising$55,960FundraisingAmt

Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp

FieldValueIRS element (for citing)
Total$17,820TotalAmt
Program Services$17,820ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$334,006TotalAmt
Program Services$88,238ProgramServicesAmt
Management And General$200,926ManagementAndGeneralAmt
Fundraising$44,842FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$359,604TotalAmt
Program Services$221,389ProgramServicesAmt
Management And General$138,215ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$587,520TotalAmt
Program Services$36,047ProgramServicesAmt
Management And General$505,665ManagementAndGeneralAmt
Fundraising$45,808FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$78,857TotalAmt
Management And General$78,857ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
Missions-Before Income$1,915,337$1,915,337
Events-Before Income$1,542,621$71,287$1,471,334
Temporary Help$86,221$31,869$41,676$12,676
Photo/Illustration$43,361$25,640$17,721

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$121,294TotalAmt
Program Services$69,054ProgramServicesAmt
Management And General$35,226ManagementAndGeneralAmt
Fundraising$17,014FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$103,986,982TotalAmt
Program Services$87,378,260ProgramServicesAmt
Management And General$9,892,399ManagementAndGeneralAmt
Fundraising$6,716,323FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$8,519,823BOYAmt
EOY$13,588,041EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$51,429,320BOYAmt
EOY$44,792,958EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$441,883BOYAmt
EOY$601,506EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,765,961BOYAmt
EOY$1,904,244EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$4,706,096LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$3,173,252LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,112,002BOYAmt
EOY$1,532,844EOYAmt

Investments Other Securities InvestmentsOtherSecuritiesGrp

FieldValueIRS element (for citing)
BOY$133,700,183BOYAmt
EOY$142,133,458EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$28,956,362BOYAmt
EOY$33,163,609EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$226,925,534BOYAmt
EOY$237,716,660EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,553,911BOYAmt
EOY$3,090,192EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$47,593,625BOYAmt
EOY$47,921,253EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$959,162BOYAmt
EOY$1,010,367EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$51,055,602BOYAmt
EOY$60,870,828EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$102,162,300BOYAmt
EOY$112,892,640EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$71,158,396BOYAmt
EOY$74,280,622EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$53,604,838BOYAmt
EOY$50,543,398EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$124,763,234BOYAmt
EOY$124,824,020EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$226,925,534BOYAmt
EOY$237,716,660EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss-$5,969,027ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$10,982,810NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$4,952,997OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consolidated Basis Fincl StmtYes (X)ConsolidatedBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,263,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,074,049CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,924,342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,348,743CurrentTaxYearMinus1YearAmt
Current Tax Year$88,164,933CurrentTaxYearAmt
Total$500,775,353TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$85,263,286CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$102,074,049CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$127,924,342CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$97,348,743CurrentTaxYearMinus1YearAmt
Current Tax Year$88,164,933CurrentTaxYearAmt
Total$500,775,353TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$57,640,193SubstantialContributorsTotAmt
Public Support Total170$443,135,160PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$68,078CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$26,888CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$25,863CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$381,777CurrentTaxYearMinus1YearAmt
Current Tax Year$589,370CurrentTaxYearAmt
Total$1,091,976TotalAmt
FieldValueIRS element (for citing)
Total Support$501,867,329TotalSupportAmt
Gross Receipts Rltd Activities$32,911,794GrossReceiptsRltdActivitiesAmt
Public Support CY1700.88300PublicSupportCY170Pct
Public Support PY1700.88370PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
VolunteersYes (1)VolunteersInd
Paid Staff Or ManagementYes (1)PaidStaffOrManagementInd
Media Advertisements0MediaAdvertisementsInd
Mailings MembersYes (1)MailingsMembersInd
Mailings Members$20MailingsMembersAmt
Publications Or Broadcast0PublicationsOrBroadcastInd
Grants Other Organizations0GrantsOtherOrganizationsInd
Direct Contact LegislatorsYes (1)DirectContactLegislatorsInd
Direct Contact Legislators$14,000DirectContactLegislatorsAmt
Rallies Demonstrations0RalliesDemonstrationsInd
Other Activities0OtherActivitiesInd
Total Lobbying Expenditures$14,020TotalLobbyingExpendituresAmt
Not Described Section501c30NotDescribedSection501c3Ind

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart II-B, Line 1:FormAndLineReferenceDesc
ExplanationThe Jewish Community Relations Council (JCRC) participated in the following legislative activities in calendar year 2019: Israel/International: JCRC communicated with the Illinois Congressional delegation, city, county and state legislators and federal, state, city and county executive branch officials on a variety of issues. Domestic Issues: JCRC staff and volunteers communicated with Illinois legislators and executive branch officials on various items.ExplanationTxt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$128,666,527BeginningYearBalanceAmt
Contributions$133,716ContributionsAmt
Investment Earnings Or Losses$15,416,091InvestmentEarningsOrLossesAmt
Other Expenditures$7,283,619OtherExpendituresAmt
End Year Balance$136,932,715EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$125,853,578BeginningYearBalanceAmt
Contributions$14,502,889ContributionsAmt
Investment Earnings Or Losses-$2,811,081InvestmentEarningsOrLossesAmt
Other Expenditures$8,878,859OtherExpendituresAmt
End Year Balance$128,666,527EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$70,657,506BeginningYearBalanceAmt
Contributions$50,484,460ContributionsAmt
Investment Earnings Or Losses$11,600,319InvestmentEarningsOrLossesAmt
Other Expenditures$6,888,707OtherExpendituresAmt
End Year Balance$125,853,578EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$68,421,562BeginningYearBalanceAmt
Contributions$5,284,437ContributionsAmt
Investment Earnings Or Losses$2,414,774InvestmentEarningsOrLossesAmt
Other Expenditures$5,463,267OtherExpendituresAmt
End Year Balance$70,657,506EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$72,218,106BeginningYearBalanceAmt
Contributions$3,314,418ContributionsAmt
Investment Earnings Or Losses-$2,116,626InvestmentEarningsOrLossesAmt
Other Expenditures$4,994,336OtherExpendituresAmt
End Year Balance$68,421,562EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.89310BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.08160PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.02530TermEndowmentBalanceEOYPct
Endowments Held Unrelated Org0EndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgYes (1)EndowmentsHeldRelatedOrgInd
Related Org List Sch RYes (1)RelatedOrgListSchRInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$4,656,275OtherCostOrOtherBasisAmt
Depreciation$3,159,993DepreciationAmt
Book Value$1,496,282BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,821OtherCostOrOtherBasisAmt
Depreciation$13,259DepreciationAmt
Book Value$36,562BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,532,844TotalBookValueLandBuildingsAmt

Other Securities OtherSecuritiesGrp (4 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
State of Israel Bonds$86,306F
Investment in Life Insurance Policies$3,968,734F
Other Investments$122,211F
JFMC Pooled Endowment Portfolio, LLC$137,956,207F
FieldValueIRS element (for citing)
Total Book Value Securities$142,133,458TotalBookValueSecuritiesAmt

Other Assets Org OtherAssetsOrgGrp

FieldValueIRS element (for citing)
DescDue from Participating Employers for Pension BenefitsDesc
Book Value$33,163,609BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Other Assets$33,163,609TotalBookValueOtherAssetsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
Liability for Pension Benefits$60,542,662
Due to Jewish Federation of Metropolitan Chicago$8,000
Due to JFMC Facilities Corporation$320,166
FieldValueIRS element (for citing)
Total Liability$60,870,828TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part V, Line 4:The endowment funds (which include both board designated and donor restricted funds) were established over a period of several years via bequests received from certain donors' estates. Distributions are made from these endowment funds on an annual basis and transferred to the organization's undesignated fund to support the annual campaign or certain programs. The endowment fund distributions are computed using a formal spending policy.
Part X, Line 2:Jewish United Fund, an Illinois not-for-profit corporation, is exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code and applicable state law, except for taxes pertaining to unrelated business income, if any. Jewish United Fund has adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, Jewish United Fund may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of Jewish United Fund and various positions related to the potential sources of unrelated business taxable income (UBIT). The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. At December 31, 2019, there were no unrecognized tax benefits identified or recorded as liabilities. Jewish United Fund files Form 990 and Form 990-T in the U.S. federal jurisdiction and the state of Illinois.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp

FieldValueIRS element (for citing)
RegionIsraelRegionTxt
Offices1OfficesCnt
Employee4EmployeeCnt
Type Of Activities ConductedProgram ServicesTypeOfActivitiesConductedTxt
Specific Services ProvidedOversight and monitoring of overseas allocation.SpecificServicesProvidedTxt
Region Total Expenditures$622,359RegionTotalExpendituresAmt
FieldValueIRS element (for citing)
Subtotal Offices1SubtotalOfficesCnt
Subtotal Employees4SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office1TotalOfficeCnt
Total Employee4TotalEmployeeCnt
Subtotal Spent$622,359SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$622,359TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp Ownership0ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart III Accounting Method:FormAndLineReferenceDesc

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Phone SolicitationsYes (X)PhoneSolicitationsInd
Agrmt Prof Fundraising ActyYes (1)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp

Organization Business Name OrganizationBusinessName

FieldValueIRS element (for citing)
Business Name Line1Siegel Marketing GroupBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11845 N Farwell Ave Suite 300AddressLine1Txt
CityMilwaukeeCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53202ZIPCd
FieldValueIRS element (for citing)
ActivityPhone solicitationActivityTxt
Fundraiser Control Of Funds0FundraiserControlOfFundsInd
Gross Receipts$97,030GrossReceiptsAmt
Retained By Contractor$29,643RetainedByContractorAmt
Net To Organization$67,387NetToOrganizationAmt
FieldValueIRS element (for citing)
Total Gross Receipts$97,030TotalGrossReceiptsAmt
Total Retained By Contractors$29,643TotalRetainedByContractorsAmt
Total Net To Organization$67,387TotalNetToOrganizationAmt
Licensed StatesILLicensedStatesCd

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1The Vanguard DinnerEvent1Nm
Gross Receipts Event1$362,500GrossReceiptsEvent1Amt
Gross Revenue Event1$362,500GrossRevenueEvent1Amt
Rent Facility Costs Event1$52,158RentFacilityCostsEvent1Amt
Food And Beverage Event1$197,222FoodAndBeverageEvent1Amt
Entertainment Event1$154,500EntertainmentEvent1Amt
Other Direct Expenses Event1$16,450OtherDirectExpensesEvent1Amt
Event2YLD Big EventEvent2Nm
Gross Receipts Event2$130,520GrossReceiptsEvent2Amt
Gross Revenue Event2$130,520GrossRevenueEvent2Amt
Rent Facility Costs Event2$65,454RentFacilityCostsEvent2Amt
Food And Beverage Event2$242,158FoodAndBeverageEvent2Amt
Entertainment Event2$264,702EntertainmentEvent2Amt
Other Direct Expenses Event2$26,609OtherDirectExpensesEvent2Amt
Other Events Total12OtherEventsTotalCnt
Gross Receipts Other Events$207,712GrossReceiptsOtherEventsAmt
Gross Revenue Other Events$207,712GrossRevenueOtherEventsAmt
Rent Fclty Costs Other Events$86,847RentFcltyCostsOtherEventsAmt
Food And Beverage Other Events$210,445FoodAndBeverageOtherEventsAmt
Entertainment Other Events$205,831EntertainmentOtherEventsAmt
Oth Direct Expnss Other Events$42,574OthDirectExpnssOtherEventsAmt
Gross Receipts Total$700,732GrossReceiptsTotalAmt
Gross Revenue Total Events$700,732GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$204,459RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$649,825FoodAndBeverageTotalEventsAmt
Entertainment Total Events$625,033EntertainmentTotalEventsAmt
Oth Direct Expnss Total Events$85,633OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$1,564,950DirectExpenseSummaryEventsAmt
Net Income Summary-$864,218NetIncomeSummaryAmt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceSchedule G, Part II Fundraising Events -FormAndLineReferenceDesc
ExplanationThe gross receipts presented in line 1 are comprised solely of fees paid by attendees to attend the events and amounts received from corporate sponsors. Attendees of these events were also solicited for gifts to the 2019 Jewish United Fund annual campaign, which raised over $89 million from the Chicago Jewish community. Contributions to the annual campaign are not included on Schedule G.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (29 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
Jewish Federation of Metropolitan Chicago
30 S Wells Street Suite 4049ChicagoIL60606362167761501(c)(3)$41,280,354To support a range of nonprofit organizations which address humanitarian, health and welfare needs.
Jewish Federations of North America
25 BroadwayNew YorkNY10004131624240501(c)(3)$36,035,337Regular campaign
American Committee for the Weizmann Institute of Science
633 Third AvenueNew YorkNY10017131623886501(c)(3)$25,000General Operations
American Jewish Joint Distribution Committee
220 E 42nd StreetNew YorkNY10017131656634501(c)(3)$82,000General Operations
Arie Crown Hebrew Day School
4600 Main StreetSkokieIL60076362129620501(c)(3)$101,200General Operations
Associated Talmud Torahs
3531 Madison StreetSkokieIL60076362169123501(c)(3)$19,200General Operations
Birthright Israel Foundation
PO Box 21615New YorkNY10087134092050501(c)(3)$10,000General Operations
Chicago Chesed Fund
7045 N Ridgeway AvenueLincolnwoodIL60712363641111501(c)(3)$6,000General Operations
Chicago Festival of Israeli Cinema
PO Box 524Highland ParkIL60035800913905501(c)(3)$10,000General Operations
CJE Senior Life
3003 W Touhy AvenueChicagoIL60645362727597501(c)(3)$94,102General Operations
Hebrew Theological College
7135 Carpenter RoadSkokieIL60077362167095501(c)(3)$151,200General Operations
Ida Crown Jewish Academy
8233 Central Park AvenueSkokieIL60076362167009501(c)(3)$101,450General Operations
Jewish Child & Family Services
216 W Jackson Boulevard Suite 800ChicagoIL60606362167757501(c)(3)$184,712General Operations
Jewish Community Centers of Chicago
30 S Wells StreetChicagoIL60606362167758501(c)(3)$133,872EZRA and Other Programming
Jewish Federation of Palm Beach County
1 Harvard Circle Suite 100West Palm BeachFL33409590948696501(c)(3)$109,000General Operations
Jewish Federation of SarasotaManatee
580 McIntosh RoadSarasotaFL34232591227747501(c)(3)$27,536General Operations
Jewish Federation of South Palm Beach County
9901 Donna Klein BoulevardBoca RatonFL33428591945109501(c)(3)$55,555General Operations
Jewish National Fund
60 Revere DriveNorthbrookIL60062131659627501(c)(3)$26,200General Operations
Keshet
600 Academy Drive Suite 130NorthbrookIL60062363441392501(c)(3)$6,250General Operations
Maot Chitim
3710 Commercial Avenue Suite 7NorthbrookIL60062363398501501(c)(3)$22,500General Operations
Mount Sinai Medical Center
1500 S California AvenueChicagoIL60608361509000501(c)(3)$33,947General Operations
Northwestern Memorial Foundation
251 E Huron StreetChicagoIL60611363152959501(c)(3)$12,485General Operations
ORT America
3701 Commercial Avenue Suite 13NorthbrookIL60062135562424501(c)(3)$7,994General Operations
Shalva
PO Box 46375ChicagoIL60646363449507501(c)(3)$6,200General Operations
Solomon Schechter Day School
3210 Dundee RoadNorthbrookIL60062362493769501(c)(3)$5,500General Operations
Temple Beth Israel
801 W Michigan AvenueJacksonMI49202381547031501(c)(3)$6,200General Operations
The Ark
6450 N California AvenueChicagoIL60645237164967501(c)(3)$62,685General Operations
United Against Nuclear Iran
45 Rockefeller Plaza Suite 2162New YorkNY10111262387657501(c)(3)$35,000General Operations
United States Holocaust Memorial Museum
100 Raoul Wallenberg Place SWWashingtonDC20024521309391501(c)(3)$50,500General Operations
FieldValueIRS element (for citing)
Total501c3 Org29Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Line 2:FormAndLineReferenceDesc
ExplanationGrants made by the Jewish United Fund of Metropolitan Chicago in the United States are monitored through an extensive process involving professionals and nearly 200 volunteers that includes submission of budgetary and programmatic information as well as face to face meetings with many of the grant recipients. The process entails submission and review of fiscal information (including updated budgets and audits) as well as program specific information including outcome measures when appropriate. The review is accompanied by face to face site visits in which programs funded by the Jewish United Fund are reviewed. The Jewish United Fund also takes into account information that the grantees provide to accrediting and other funding bodies. The grants made to The Ark, Jewish Community Centers of Chicago, CJE Senior Life, Ida Crown Jewish Academy, Hebrew Theological College, Associated Talmud Torahs, Jewish Child & Family Services, and Arie Crown Hebrew Day School represent pass-through grants made per the request of certain donor designated gifts. In addition to these allocations, Jewish Federation of Metropolitan Chicago also makes more significant grants to these organizations to support their general operations. Jewish United Fund of Metropolitan Chicago reports grants on Schedule I to The Jewish Federations of North America (JFNA), which is a 501(c)(3) domestic U.S. charity. JFNA sends the vast majority of this grant amount to nonprofit organizations in Israel and other countries. JFNA, and its beneficiary agencies, United Israel Appeal (UIA), a subsidiary of JFNA, and the American Jewish Joint Distribution Committee (JDC) each file separate Form 990s and report each specific grant in detail on their Schedule F.ExplanationTxt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Travel For CompanionsYes (X)TravelForCompanionsInd
Club Dues Or FeesYes (X)ClubDuesOrFeesInd
Written Policy Ref T And E ExpnssYes (1)WrittenPolicyRefTAndEExpnssInd
Substantiation RequiredYes (1)SubstantiationRequiredInd
Compensation CommitteeYes (X)CompensationCommitteeInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr PlanYes (1)SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (21 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
Dr Steven B Nasatir PhD
Executive Vice Chairman$273,531$231,138$0$0$135,988$114,913$2,976$2,515$10,193$8,613$422,688$357,179$0$0
David S Rosen
Senior Vice President - Endowments$0$362,351$0$0$0$31,297$0$76,973$0$11,415$0$482,036$0$25,000
Jay Tcath
Executive Vice President$164,941$152,253$0$0$1,544$1,425$51,373$47,421$4,483$4,138$222,341$205,237$0$0
Rabbi Louis A Lazovsky
Vice President - Human Resources$203,354$50,838$0$0$2,344$586$122,012$30,503$8,322$2,081$336,032$84,008$0$0
Lonnie Nasatir
President$144,102$144,102$0$0$11,759$11,759$0$0$9,613$9,613$165,474$165,474$0$0
David S Rubovits PhD
Senior VP - Planning & Allocations$192,503$66,238$0$0$1,236$425$45,175$15,544$7,056$2,428$245,970$84,635$0$0
Boaz Blumovitz
Chief Financial Officer$152,356$152,355$0$0$278$278$9,232$9,232$2,728$2,728$164,594$164,593$0$0
James Rosenberg
Chief of Staff$259,537$0$0$0$557$0$49,232$0$1,187$0$310,513$0$0$0
James A Pinkston
Vice President - Accounting$202,149$67,383$0$0$0$0$11,736$3,912$8,276$2,759$222,161$74,054$0$0
Peter Chiswick
Controller$200,442$0$0$0$2,389$0$85,179$0$7,330$0$295,340$0$0$0
Joy Schwartz
Vice President - Communications$264,948$0$0$0$557$0$18,388$0$9,812$0$293,705$0$0$0
Robert Schuckman
Vice President - General Counsel$40,521$162,084$0$0$1,039$4,157$6,956$27,824$3,437$13,747$51,953$207,812$0$0
David Prystowsky
Vice President - Campaign$223,459$0$0$0$0$0$24,115$0$8,508$0$256,082$0$0$0
Deborah Covington
VP, Planning & Allocations$141,136$21,839$0$0$0$0$66,259$10,253$6,820$1,055$214,215$33,147$0$0
Stuart Spector
Vice President - Campaign Operations$190,284$0$0$0$81$0$34,820$0$7,018$0$232,203$0$0$0
Jeffrey L Cohen
Sr. Develop. Advisor, Former Officer$48,939$146,817$0$0$6,993$20,979$0$0$58$175$55,990$167,971$0$0
Adina Torchman
Assoc. VP-Fin. Resource Development$181,162$0$0$0$4,507$0$28,629$0$7,267$0$221,565$0$0$0
Kedar Potdar
Vice President - Technology$199,315$0$0$0$0$0$7,235$0$8,799$0$215,349$0$0$0
Daniel Goldwin
Exec. Director, Public Affairs$103,193$102,371$0$0$0$0$1,584$1,571$1,260$1,250$106,037$105,192$0$0
Audra P Berg
VP, Leadership Eng. & Board Rel.$47,277$110,313$0$0$18$41$4,704$10,976$2,522$5,885$54,521$127,215$0$0
Michael Tarnoff
Counselor to Pres., Former Officer$0$160,000$0$0$0$12,101$0$4,229$0$0$0$176,330$0$0

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Part I, Line 1aDuring 2019, JUF paid travel costs for the Executive Vice Chairman's wife, who accompanied him on business trips. The cost of travel was $9,620. This amount was included in the Executive Vice Chairman's W-2 as reportable compensation. Social club dues are paid on behalf of appropriate employees conducting business at a private city club. The social club dues are a non-taxable benefit. No country club dues are paid by the organization.
Part I, Line 4bMichael Tarnoff: The Jewish Federation has an agreement with Michael Tarnoff which provides for annual payments of $30,000 per year that began in 2009 and ended in 2019. In 2019, Michael Tarnoff received payments totaling $12,500, representing the final remaining payments under the agreement. Steven B. Nasatir: In 1999 the Jewish Federation entered into an agreement with Steven Nasatir that was contingent upon 5 more years of service as president and CEO and would result in annual payments of $50,000 per year (net of tax) beginning at age 64 and lasting throughout his lifetime. Dr. Nasatir began receiving payments under this agreement in 2009. During 2012, the Jewish Federation entered into a second agreement with Steven Nasatir which provides for annual payments of $5,000 beginning April 1, 2015 and lasting throughout his lifetime. Dr. Nasatir completed another year of continuous employment at JUF in 2019 and as a result he vested in the following benefits: Benefit payments from the aforementioned agreements will continue for the longer of 1) 10 years through December 2028 or 2) his lifetime. In the event of his death prior to 2029, payments will be made to Dr. Nasatir's beneficiary. In connection with the vesting of this benefit, the present value of these future benefit payments, which was $153,417, is included in his 2019 reportable compensation. This amount was not paid out in cash to Steven Nasatir in 2019. It represents a one-time actuarially determined figure that is taxable in accordance with the Internal Revenue Code. The $50,000 and $5,000 annual payment amounts are to be adjusted annually in accordance with the CPI index. In 2017, the Jewish Federation entered into a third agreement with Steven Nasatir which provides for annual payments of $21,000 per year, beginning in 2018, for the longer of his lifetime or ten years (through December 2027). In 2019, Steven Nasatir received payments totaling $105,120 from the three supplemental non-qualified retirement plans. In 2018, Steven Nasatir announced that he would be stepping down as President of JUF/Jewish Federation effective July 1, 2019 and will take on a new role as Executive Vice Chairman. Jeffrey Cohen: The Jewish Federation has an agreement with Jeffrey Cohen which provides for annual payments of $21,000 per year that began in 2013 and will end in 2023. David Rosen: The Jewish Federation has an agreement with David Rosen which provides for annual payments of $25,000 per year that began in 2018 and will end in 2028. In 2017, the Jewish Federation entered into a second agreement with David Rosen which provides for annual payments of $25,000 beginning in 2022 and ending in 2032. This benefit is contingent on David Rosen maintaining his employment at JUF through January 1, 2022. Jay Tcath: JUF has an agreement with Jay Tcath that provides for annual payments of $25,000 for 10 years commencing upon his retirement from JUF or if he is no longer employed by JUF, upon reaching age 64. In July 2018, JUF entered a split dollar life insurance agreement with Jay Tcath that will provide a death benefit of $625,000 if he maintains his employment at JUF through June 2023. In addition, JUF and Mr. Tcath entered into another agreement that may provide 15 annual payments of approximately $33,000 per year if Mr. Tcath maintains his employment at JUF.

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution842ContributionCnt
Noncash Contributions Rpt F990$6,517,979NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC Gifts0ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart I, Column (b):FormAndLineReferenceDesc
ExplanationIs the number of items contributed.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section A, line 2Lonnie Nasatir, President, and Steven B. Nasatir, Executive Vice Chairman, have a family relationship. Deborah Schrayer Karmin, Director, and Max Schrayer, Director, have a family relationship. Eric Rothner, Director, and Avi Rothner, Director, have a family relationship.
Form 990, Part VI, Section A, line 6Jewish Federation of Metropolitan Chicago (Federation) is the sole member of Jewish United Fund of Metropolitan Chicago (JUF).
Form 990, Part VI, Section A, line 7aThe election of directors shall be held at the regular annual meeting of JUF/Federation. The Board of directors shall be identical with the Board of Directors of the Federation.
Form 990, Part VI, Section B, line 11bA copy of the Form 990 is provided to the Board Chairman and all Audit Committee members. The Audit Committee Chairman then informs the full Board of Directors that Committee members reviewed the Form 990 and a copy is made available to all board members.
Form 990, Part VI, Section B, line 12cA conflict of interest questionnaire is circulated to all board members (directors), "officers and key employees on an annual basis. This process is managed by JUF's Vice President of Leadership Engagement and Board Relations. The completed questionnaires are reviewed by management and any conflicts are disclosed to the Board of Directors. If a director does have a conflict or business relationship with JUF, he or she is required to abstain from any votes related to that matter. The conflict of interest policy is monitored throughout the year. Additionally, we require board members, officers, and key employees to complete a Form 990 questionnaire each year.
Form 990, Part VI, Section B, line 15JUF has a compensation committee comprised of the Board Chairman, Immediate Past Board Chairman, Audit Committee Chairman, and Overall Planning and Allocations (Budget) Committee Chairman. This committee uses comparable data from other large nonprofit organizations to ensure compensation for JUF executives is consistent with the market, including but not limited to a Total Compensation Survey of large city Jewish Federations that is coordinated through the national Jewish Federations of North America organization and conducted by the Hay Group, a nationally recognized expert in the field of compensation consulting. The compensation committee approves compensation for the President of JUF and other officers and key employees. The process for determining the compensation for officers and key employees is documented by the compensation committee's minutes.
Form 990, Part VI, Section C, line 18The organization is a platinum-level Guidestar participant, demonstrating its commitment to transparency, and as such provides a link to GuideStar on its website for an electronic copy of the Form 990.
Form 990, Part VI, Section C, line 19The organization's governing documents, conflict of interest policy and audited financial statements are made available to all volunteer members of the Board of Directors and are posted on its website. With regards to the Form 990 and 990-T, the organization provides these documents upon request for the same period of disclosure as set forth in IRC Section 6104(d).
Form 990, Part XI, line 9:Pension-related changes other than pension expense -3,745,754. Other Non-Operating Activity -1,207,243.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (44 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtPublic Charity StatusPublicCharityStatusTxtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtControlled OrganizationControlledOrganizationIndDirect Controlling NADirectControllingNACd
1261 Foundation
30 South Wells Suite 4049ChicagoIL60606364018186Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Albert and Lucille Delighter & Marcella Winston Foundation
30 South Wells Suite 4049ChicagoIL60606205488529Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Associated Talmud Torahs of Chicago Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Bellows Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864415Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
BLS Family Foundation
30 South Wells Suite 4049ChicagoIL60606364420871Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Bucksbaum Family Foundation
30 South Wells Suite 4049ChicagoIL60606364341914Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Carol Lavin Bernick Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364067510Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Charles & Audrey Dann Charitable Foundation
30 South Wells Suite 4049ChicagoIL60606364018189Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Chicago Center for Jewish Genetic Disorders
30 South Wells Suite 4049ChicagoIL60606200120266Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Chicago Jewish Day School Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606843411904Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Covenant Foundation
1270 Avenue of the Americas Suite 3New YorkNY10020363722029Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Crown Family Foundation
30 South Wells Suite 4049ChicagoIL60606363330462Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Epstein Wenger Family Support Foundation
30 South Wells Suite 4049ChicagoIL60606364380168Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Glickman Foundation
30 South Wells Suite 4049ChicagoIL60606363857009Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Goodman Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606364018187Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Harvey L Miller Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606900187252Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Helene Diamond & Jorde Nathan Family Foundation
30 South Wells Suite 4049ChicagoIL60606364157242Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Hillel of Illinois Endowment Foundation
30 South Wells Suite 4049ChicagoIL60606364310755Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Irvin & Ruth Swartzberg Family Foundation
30 South Wells Suite 4049ChicagoIL60606363864416Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Jewish Federation of Metropolitan Chicago
30 South Wells Suite 4049ChicagoIL60606362167761Human ServicesIL501(c)(3)Line 70N/A
JFMC Facilities Corporation
30 South Wells Suite 4049ChicagoIL60606363368912Property Management of Related Non-Profit OrganizationsIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
JFMCP3 Corporation
30 South Wells Suite 4049ChicagoIL60606262053862Supporting OrganizationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Karl Perl Charitable Trust
30 South Wells Suite 4049ChicagoIL60606466113637Support the Jewish United FundIL501(c)(3)Line 12a, IJewish United Fund of Metropolitan ChicagoYes (1)
Lawrence E & Nancy S Glick Foundation
30 South Wells Suite 4049ChicagoIL60606363662985Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Leonard and Diane Sherman Family Foundation
30 South Wells Suite 4049ChicagoIL60606364345181Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Lya and Louis Rosenblum Family Foundation
30 South Wells Suite 4049ChicagoIL60606311529058Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Manfred and Fern Steinfeld Family Foundation
30 South Wells Suite 4049ChicagoIL60606364244346Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Michael Reese Health Trust
150 North Wacker Drive Suite 2320ChicagoIL60606362170910Private FoundationIL501(c)(3)PFJewish Federation of Metropolitan ChicagoYes (1)
Prairie Minerals Foundation
30 South Wells Suite 4049ChicagoIL60606320062771Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Ring Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606201642012Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Robert L & Sylvia M Haag Foundation
30 South Wells Suite 4049ChicagoIL60606300149729Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Robert U & Roberta Goldman Family Foundation
30 South Wells Suite 4049ChicagoIL60606203921714Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Rose Family Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205389086Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Seder Family Foundation
30 South Wells Suite 4049ChicagoIL60606363988995Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Shure Charitable Trust created uw of Sidney N Shure
30 South Wells Suite 4049ChicagoIL60606367681597Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Sisyphus Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606205944850Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Tamar & Jonathan Koschitzky Family Foundation
30 South Wells Suite 4049ChicagoIL60606300149723Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
The First Spoke Foundation
30 South Wells Suite 4049ChicagoIL60606200894628Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
The Harriett and Ted Perlman Family Foundation
30 South Wells Suite 4049ChicagoIL60606811309979Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
The Pritzker Family Philanthropic Fund
71 S Wacker Drive Ste 4600ChicagoIL60606363623264Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
The Robert and Yadelle Sklare Foundation
30 South Wells Suite 4049ChicagoIL60606364389423Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Wagner Descendant's Foundation
30 South Wells Suite 4049ChicagoIL60606204004517Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Weiss Memorial Hospital Foundation
30 South Wells Suite 4049ChicagoIL60606364413031Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)
Z Frank Camp Apachi Supporting Foundation
30 South Wells Suite 4049ChicagoIL60606363833108Supporting FoundationIL501(c)(3)Line 12a, IJewish Federation of Metropolitan ChicagoYes (1)

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp

Related Organization Name RelatedOrganizationName

FieldValueIRS element (for citing)
Business Name Line1JFMC Pooled Endowment Portfolio LLCBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line130 S Wells Suite 4049AddressLine1Txt
CityChicagoCityNm
State AbbreviationILStateAbbreviationCd
ZIP60606ZIPCd
FieldValueIRS element (for citing)
EIN451610644EIN
Primary ActivitiesSee Sch. R, Part VIIPrimaryActivitiesTxt
Legal Domicile StateILLegalDomicileStateCd
Direct Controlling NAN/ADirectControllingNACd
Predominant Income TypeN/APredominantIncomeTypeTxt
Disproportionate Allocations0DisproportionateAllocationsInd
General Or Managing Partner0GeneralOrManagingPartnerInd

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (2 entries)

Primary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdBusiness Name Line1DirectControllingEntityName/BusinessNameLine1TxtEntity TypeEntityTypeTxtControlled OrganizationControlledOrganizationInd
Charitable Remainder Unitrusts (20)
Charitable TrustILJewish Federation of Metropolitan ChicagoTYes (1)
Charitable Remainder Annuity Trusts (3)
Charitable TrustILJewish Federation of Metropolitan ChicagoTYes (1)
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth OrgYes (1)GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth OrgYes (1)LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of FacilitiesYes (1)SharingOfFacilitiesInd
Paid Employees SharingYes (1)PaidEmployeesSharingInd
Reimbursement Paid To Other OrgYes (1)ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other OrgYes (1)ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp (4 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
Karl Perl Charitable Trust
C$300,000Cash
Crown Family Foundation
C$5,630,000Cash
JFMC Facilities Corporation
K$1,740,782Cash
Albert and Lucille Delighter & Marcella Winston Foundation
C$4,175,000Cash

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